Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEST MICHIGAN ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -3,846 | -43.74 | 03-31-2024 |
VIDENT ADVISORY LLC | COM | 602 | $621,709 | 4,840 | 0.00 | 0.00 | 2,347 | 94.14 | 03-31-2024 |
B RILEY WEALTH ADVISORS INC | COM | 603 | $473,740 | 4,697 | 0.00 | 0.00 | 1,399 | 42.42 | 03-31-2024 |
KESTRA ADVISORY SERVICES LLC | COM | 604 | $598,619 | 4,661 | 0.00 | 0.00 | -124 | -2.59 | 03-31-2024 |